Our Senior Consultants

During more than 30 years experience in bank management, this expert’s responsibilities included serving as Chief Investment Officer of a major bank where he supervised trust and investment staff managing discretionary accounts and mutual funds. Previously, he served as Chief Investment Officer of a New York money center bank supervising portfolio managers with $20 billion under management, and served as Chairman of the Board of Trustees of the bank’s family of mutual funds. He also has experience in the areas of fiduciary compliance and hedge fund management.